Practical guide · Self-hosted B2B software

Client portal without a subscription for small projects

How do you keep project details, files and approvals together without another monthly client-portal subscription?

The actual decision

Client portal for checklists, files and approvals

For small teams, the biggest burden is rarely missing enterprise features. It is scattered email, attachments and unclear decisions. ClientPortal Lite puts that core workflow into one private project link.

When it fits

A focused tool is useful when…

  • You manage a small or moderate number of client projects.
  • Clients should work without creating accounts.
  • Checklist, files and approval belong together.
  • You already have PHP hosting and HTTPS.

What the workflow looks like

one clear project status instead of checklists, files and approvals spread across email threads.

Combine project details, file exchange and client approval in one private link on your own PHP server.

  1. Install: Upload the PHP application to your HTTPS hosting and run the guided setup.
  2. Configure: Set your company name, branding and the options needed for this workflow.
  3. Use: Share the generated link and keep the result in your own installation.

Honest limits

ClientPortal Lite is intentionally not a large platform.

A small tool is only a good purchase if its boundaries match the task.

  • You need complex task planning for large internal teams.
  • You require legally binding electronic signatures.
  • You require end-to-end encrypted file transfer.

Costs and operation

49 € one time, no required subscription.

The licence covers one productive installation. Source code and documentation are included. Hosting, backups, updates and lawful operation remain under your control.

Before you decide

Three useful checks.

Will it run on my hosting?

The tools require PHP 8.2+, MySQL or MariaDB, HTTPS and Apache or Nginx. Use the free PHP upload-limit checker for a first configuration check.

Is installation included?

The licence includes instructions and a guided installer. Optional installation assistance is available from €49 after we have checked the server access and scope.

Who may purchase?

The current online offer is exclusively for companies and self-employed professionals purchasing for business purposes.